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Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 9,820
Current window 3,211-3,240
Pages 328
Rows per page 30
Slide function
3,211-3,240 of 9,820
325
Includes two tables: Exhibit 4.66 (Magazine Publishing) and Exhibit 4.67 (Book Publishing).Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
327
Contains two distinct exhibits (4.69 and 4.70) showing comparable company WACC data and sensitivity tables.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
333
Includes a table of Broadband Asset Value (BAV) multiples and a line chart of peer share price performance.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
334
The slide justifies TWC's valuation multiple by highlighting its industry-leading OIBDA growth.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
360
The table uses a visual 'fill' indicator (circles) to represent the degree of alignment with strategic goals.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
369
Includes detailed footnotes explaining the assumptions behind the valuation scenarios.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
04
The chart uses a contrasting color (yellow) for the underperforming subject (CN) compared to the blue bars of the peers.Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor Beat · Problem1 hit
05
The slide uses a before-and-after comparison to highlight performance degradation.Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor Beat · Problem1 hit
06
The chart uses a contrast-color strategy (yellow for CN, blue for others) to isolate the subject company.Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor Beat · Problem1 hit
07
The chart highlights CN's underperformance relative to peers in the rail industry.Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor Beat · Problem1 hit
08
The table highlights CN's row in yellow to emphasize its negative performance relative to peers.Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor Beat · Problem1 hit
08
Includes footnotes regarding 2013 pro-forma estimates and OPEB liability.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Agitate1 hit
09
TKR Bearings shows a significant upward trend in EBIT margin, surpassing peers by 2012.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Agitate1 hit
25
The chart highlights TKR's higher volatility relative to its industry peers.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Solution1 hit
28
The slide uses a table to expose the contradiction in TKR's peer selection, specifically calling out companies that are commoditized or have different production methods.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
33
The slide uses a 'TKR' (Timken) vs 'RI' (Relational Investors) methodology comparison to argue that management's premium valuation claims are misleading.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
42
The slide highlights TKR (Timken Co) in orange to emphasize the outlier status of the compensation.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor 1 hit
06
The chart highlights a divergence where Nasdaq grew 7% while Yahoo declined 31%.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
07
The chart highlights Yahoo's 81.5% return versus Nasdaq's 71.2% return over the 3-year period ending Dec 2015.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
08
The chart highlights the performance gap between Yahoo and the Nasdaq as of December 2015.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
14
The slide highlights that Yahoo spends a higher percentage of revenue on R&D compared to peers despite lower absolute dollar amounts.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Beat · Expose Contradiction1 hit
15
Data as of 12/09/2015; source Bloomberg.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor Beat · Expose Contradiction1 hit
29
Uses a table-like structure to compare revenue figures across three companies over three time periods.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
33
Uses a contrast-pairs framework to highlight the differences between two leadership candidates.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
40
The slide uses a contrast-pairs framework to illustrate the disparity in value creation between two similar-sized acquisitions.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
41
Uses a contrast-pairs framework to highlight the failure of the Tumblr acquisition.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
49
The slide uses a mix of logos and ranking badges to illustrate Yahoo's mobile footprint.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
52
Uses a timeline-based comparison table to expose Yahoo's failure to pivot to mobile compared to peers.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
53
Uses a radial bar chart to visualize the performance gap.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit
99
The chart uses a dot plot to show revenue size relative to the target company.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit